endorsedOngoing

Cloud-Based Document Management & OCR for Title and Escrow Company

Services Covered:

Website Development

Industry

Advertising & Marketing

Duration

81 months

Budget

50K - 199K

Start Date

1 November 2019

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable Kellton is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Toiyabe Title

Reno, United States of America

Project Summary

Kellton (formerly Tivix) delivered a scalable, cloud-based web platform and OCR pipeline for a title and escrow company to migrate from paper to a digital document-management workflow. The solution integrated with local recorders' offices to automate delivery and access to recorded documents and is hosted on AWS S3. The client reports that the platform is expected to materially improve scalability and praised the team's business understanding and communication.

Key Challenges

Difficulty sorting, ordering, and extracting data from documents for every property underwritten.
Need to integrate with recorders' offices' systems to access digitized documents and provide quicker turnaround times to customers.

Project Deliverables

Web platform
Cloud-based document management system
Integration with local recorders' offices' systems
OCR-based data extraction pipeline
Hosting on AWS S3
Web interface built with Python

Project Solution

Developed a scalable web platform to migrate the client's paper-based title and escrow processes to a cloud-hosted system. Integrated the platform with local recorders' offices to automate document delivery and access. Implemented a Waterfall OCR process to extract data from documents before ingestion and built the web interface using Python; the system is hosted on AWS S3.

Project Outcome

Platform expected to substantially improve the company's ability to rapidly scale.
Improved project communication and management, including weekly 30-minute updates, GitBook documentation, and real-time task updates via Clubhouse.
High client satisfaction driven by the team's understanding of business processes and engineering execution.

Platforms

Tech Stack

Python
Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Kellton (formerly Tivix) successfully delivered an initial version of the innovative web product that stakeholders expect will significantly improve scalability. They understand not only development requirements but also business operations, resulting in successful collaboration. The team effectively communicates.”
Matt P.
Owner
Date: 01/15/2021